This article provides a step-by-step explanation of how to claim TrustedForm certificates in your LeadConduit flow.
Before we begin: This article assumes you're able to post the TrustedForm Certificate URL to your LeadConduit flow correctly. If you need a refresher or you're unfamiliar with posting to LeadConduit, check out this article.
Step 1: Select Add Enhancement in the flow editor.
Step 2: Select the TrustedForm enhancement and click the OK button.
Step 3: Decide where the TrustedForm claim step should occur in your flow and move the step to that location.
Step 4: You can set rules (Step Criteria) to control which leads will execute the TrustedForm claim step, and which leads will skip this step.
Step 5: The configuration of an Optional Filter step depends on how you choose to use TrustedForm.
When the TrustedForm claim is not a success (errors, skips, failures), you could to add a filter after the TrustedForm step to stop the flow and return a Failure response for the lead. Otherwise, LeadConduit will respond with a Success outcome, even though the TrustedForm certificate was not claimed.
Alternatively, you may want to fail a lead only when the TrustedForm step returns a Failure, allowing TrustedForm Errors (and Skips) to pass through the flow.
LeadConduit gives you the flexibility to build your flow to match your preferred process.
Wrap-Up: If the TrustedForm claim step is successful (or even if it's a failure based on Page Scan requirements), we'll store your claimed certificate for the amount of time you've specified in your account (5 years is the default).
For more on TrustedForm claims and storage, check out our other KnowledgeBase articles.